China Food & Drink Report

Published 12 August 2015

  • 115 pages
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  • Includes 3 free updated quarterly reports
$1,295.00
China Food & Drink Report

BMI View: Over the next five years, China will see some of the fastest private consumption growth rates in Asia . We forecast average annual real private consumption growth of 8.0% over the next five years. This chimes with the rebalancing of the economy towards g reater private consumption and will see growth in this area remain strong, despite our forecasts for a slowdown in the overall economy's real growth rate to below 7.0% over the coming years. While the outlook for China's traditional economic growth drivers such as heavy industry and real estate construction remains cloudy, the outlook facing more consumer-focussed industries is relatively strong over the medium term.

Headline Industry Data

  • 2015 food consumption local currency = +7.2%; compound annual growth rate (CAGR) forecast between 2014 and 2019 = +9.0%.

  • 2015 beer volume sales = +6.1%; CAGR forecast between 2014 and 2019 = +5.6%.

  • 2015 mass grocery retail sales (local currency) = +7.6%; CAGR forecast between 2014 and 2019 = +8.7%.

Key Industry Trends

Yashili To Acquire Dumex From Danone : In July 2015, Chinese infant formula maker Yashili International announced it was to acquire Dumex Baby Food Company, a wholly owned unit of Danone Asia, for an undisclosed amount. Yashili also agreed to work with Danone on a New Zealand manufacturing facility. Danone will use the proceeds to purchase a stake in milk producer China Mengniu Dairy, which holds an indirect 51% interest in Yashili. The deal aims to boost market share and enhance expansion channels amid growing competition in the Chinese infant formula market. In term of sales, Yashili is among China's top 10 infant formula makers. Danone owns a 25% stake in the company.

Convenience & E-Commerce Bright Spots In Chinese Retail : The e-commerce and convenience formats will be the main drivers of growth in China's challenging mass grocery retail (MGR) sector. Although we still forecast MGR sales to expand at a sustained pace over...

BMI Industry View
7
SWOT
9
Food
9
Drink
11
Mass Grocery Retail
12
Industry Forecast
14
Consumer Outlook
14
Food
15
Food Consumption
15
Table: Food Consumption Indicators - Historical Data & Forecasts (China 2012-2019)
16
Confectionery
16
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts (China 2012-2019)
17
Drink
19
Hot Drinks
19
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts (China 2014-2019)
20
Alcoholic Drinks
21
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts (China 2014-2019)
22
Soft Drinks
23
Table: Soft Drinks Sales, Production & Trade (China 2014-2019)
25
Mass Grocery Retail
27
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts (China 2014-2019)
28
Trade
29
Table: Trade Balance - Historical Data & Forecasts (China 2014-2019)
30
Macroeconomic Forecast
31
Economic Analysis
31
Industry Risk Reward Index
35
Asia Pacific - Risk/Reward Index
35
Table: Asia Pacific Food & Drink Risk/Reward Index Q415
36
China Risk/Reward Index
40
Market Overview
41
Food
41
Food Production
41
Instant Noodles
41
Confectionery
41
Trade
42
Agriculture
42
Dairy
43
Organics
44
Drink
45
Soft Drinks
45
Hot Drinks
46
Alcoholic Drinks
47
Mass Grocery Retail
51
Table: Mass Grocery Retail Sales By Format (China 2006-2015)
52
Table: Mass Grocery Retail Sales By Format (China 2006-2015)
53
Leading Players
53
Industry Trends And Developments
56
Food
56
Key Industry Trends And Developments
56
Drink
59
Key Industry Trends And Developments
59
Mass Grocery Retail
63
Key Industry Trends And Developments
63
Competitive Landscape
65
Table: Key Players In China's Food & Drink Sector
65
Table: Key Players In China's Mass Grocery Retail Sector
66
Company Profile
67
Hsu Fu Chi
67
Tingyi (Cayman Islands) Holding
70
China Foods Ltd
73
Tsingtao
76
Wahaha
79
Kweichow Moutai
82
Sun Art Retail Group
84
Global Industry Overview
86
Table: Australia, Uk And Usa Estimated Herfindahl-Hirschman Index Scores - Food Retail Industry
89
Table: Boston Beer Company, Ab Inbev, Heineken And Sabmiller - Selected Trailing Return And Efficiency Ratios
97
Table: Food and Drink Core Views - Q215 Roundup
102
Demographic Forecast
104
Table: Population Headline Indicators (China 1990-2025)
105
Table: Key Population Ratios (China 1990-2025)
105
Table: Urban/Rural Population & Life Expectancy (China 1990-2025)
106
Table: Population By Age Group (China 1990-2025)
106
Table: Population By Age Group % (China 1990-2025)
107
Glossary
109
Food & Drink
109
Mass Grocery Retail
109
Methodology
111
Industry Forecast Methodology
111
Sector-Specific Methodology
112
Sources
112
Risk/Reward Index Methodology
113
Table: Food & Drink Risk/Reward Index Indicators
114
Table: Weighting
115

The China Food & Drink Report features BMI Research's market assessment and independent forecasts for food and drink expenditure, consumption, sales, and imports/exports and forecasts for the mass grocery retail sector. The report also includes analyses of major regulatory developments, the background macroeconomic outlook and competitive landscape comparing national and multinational companies by leading products and services, sales, investments, partners and expansion strategies.

BMI's China Food & Drink Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the food and drink industry and the mass grocery retail market in China.

Key Benefits

  • Benchmark BMI's independent food and drink industry forecasts for China to test other views - a key input for successful budgeting and strategic business planning in the Chinese food and drink market.
  • Target business opportunities and risks in China through our reviews of latest industry trends, regulatory changes and major deals, projects and investments.
  • Exploit latest competitive intelligence on your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity) and Competitive Landscape Tables.

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts and views, covering food and drink manufacturing and consumption and the mass grocery retail market.

Industry SWOT Analysis

Analysis of the major strengths, weaknesses, opportunities and threats within the food, drink and mass grocery retail sectors and within the broader political, economic and business environment.

BMI’s Food and Drink Risk Reward Index

BMI’s Risk Reward Index provides investors (food and drink manufacturers and mass grocery retailers) looking for opportunities in the region with a clear country-comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic points. These provide indices of highest to lowest appeal to investors, with each position explained.

Food Forecasts

BMI’s food chapter is divided into sections such as meat, fish, confectionary, dairy and canned foods, and provides insight into each market’s food industry, centred on a forecast to end-2019 for the sector. The chapter includes the following elements:

  • Industry Forecast Scenario: Historical data series and a forecast to end-2019 for growth of key indicators within a market’s food industry. Indicators include food consumption, food consumption as % of GDP, canned food sales, confectionery sales and food and drink imports and exports, among others.
  • Industry Developments: A summary of corporate developments, including news on M&As, FDI, expansions, closures and financial results, in addition to analysis and explanation of the latest industry events and how these could influence further investment.
  • Market Overview: An overview of the structure of the market, introducing the key players and discussing underlying trends.

Drink Forecasts

Segmented the same way as BMI’s food chapter, the drink section provides insight into each market’s drink industry, centred on a forecast to end-2019 for the sector. Forecast indicators include alcoholic and soft drink sales by value, volume and sub-sector and tea and coffee sales, among others.

Mass Grocery Retail Forecasts

Segmented the same way as BMI’s food and drink chapters, the mass grocery retail section provides insight into each market’s grocery retail industry, centred on a forecast to end-2019 for the sector. Forecast indicators include mass grocery retail sales by format (including supermarkets, hypermarkets, convenience and discount stores) and a breakdown of the organised retail sector versus the traditional sector, among others.

Competitive Landscape

Illustration of the mass grocery retail and food and drink industries via rankings tables comparing revenues, number of outlets and number of employees. This chapter also includes data-rich, in-depth regional analysis of the market position, business strategies and investment potential of the region’s leading mass grocery retail and food and drink operators.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Food & Drink reports draw on an extensive network primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.

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